iShares S&P MidCap 400 Index shares owned by JGP Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $279k | 4.6k | 60.74 |
| 2023-12-31 | $211k | 760 | 277.15 |
| 2022-03-31 | $315k | 1.2k | 260.55 |
| 2021-12-31 | $386k | 1.4k | 278.90 |
| 2021-09-30 | $265k | 1.0k | 263.42 |
| 2020-09-30 | $207k | 1.1k | 196.39 |
| 2020-06-30 | $4.8M | 27k | 177.03 |
| 2020-03-31 | $4.5M | 29k | 153.18 |
| 2019-12-31 | $5.8M | 28k | 205.03 |
| 2019-09-30 | $4.9M | 26k | 187.06 |
| 2019-06-30 | $5.1M | 26k | 194.27 |
| 2019-03-31 | $4.8M | 25k | 189.39 |
| 2018-12-31 | $2.9M | 17k | 166.08 |
| 2018-09-30 | $3.3M | 16k | 200.80 |
| 2018-06-30 | $3.2M | 16k | 194.78 |